MW
Maia Wealth Portfolio holdings
AUM $441M
AUM
$441M
AUM Growth
-$23.7M (-5%)
Cap. Flow
+$42.1M
Cap. Flow % of AUM
9.54%
Top 10 Holdings %Top 10 Hldgs %
27.53%
Holding
363
New
38
Increased
140
Reduced
111
Closed
71
Top Buys
| 1 | $5.54M | |
| 2 | $4.9M | |
| 3 | $4.11M | |
| 4 | $2.86M | |
| 5 | $2.7M |
Top Sells
| 1 | $3.44M | |
| 2 | $2.28M | |
| 3 | $2.12M | |
| 4 | $1.17M | |
| 5 | $958K |
Sector Composition
| 1 | Technology | 7.63% |
| 2 | Financials | 6.7% |
| 3 | Communication Services | 3.73% |
| 4 | Consumer Discretionary | 3.68% |
| 5 | Healthcare | 3.23% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $378K | 0.09% | 6,039 +1,520 | +34% | +$95.1K | |||
| $373K | 0.08% | 16,533 | New | +$373K | |||
| $372K | 0.08% | 6,762 +1,319 | +24% | +$72.6K | |||
| $366K | 0.08% | 2,429 -3 | -0.1% | -$453 | |||
| $365K | 0.08% | 11,680 -545 | -4% | -$17K | |||
| $360K | 0.08% | 3,286 +22 | +0.7% | +$2.41K | |||
| $359K | 0.08% | 6,260 -35 | -0.6% | -$2.01K | |||
| $358K | 0.08% | 1,134 -306 | -21% | -$96.7K | |||
| $357K | 0.08% | 2,000 +20 | +1% | +$3.57K | |||
| $356K | 0.08% | 3,388 +129 | +4% | +$13.6K | |||
| $353K | 0.08% | 5,961 -169 | -3% | -$10K | |||
| $348K | 0.08% | 7,610 +1,032 | +16% | +$47.2K | |||
| $342K | 0.08% | 2,329 +228 | +11% | +$33.5K | |||
| $339K | 0.08% | 10,886 -17 | -0.2% | -$529 | |||
| $337K | 0.08% | 8,327 +114 | +1% | +$4.62K | |||
| $335K | 0.08% | 2,620 -118 | -4% | -$15.1K | |||
| $333K | 0.08% | 14,757 -1,906 | -11% | -$43K | |||
| $332K | 0.08% | 1,559 -1,393 | -47% | -$297K | |||
| $330K | 0.07% | 3,561 -376 | -10% | -$34.8K | |||
| $327K | 0.07% | 10,644 | New | +$327K | |||
| $325K | 0.07% | 4,761 | New | +$325K | |||
| $324K | 0.07% | 1,735 | New | +$324K | |||
| $322K | 0.07% | 4,867 +43 | +0.9% | +$2.84K | |||
| $315K | 0.07% | 1,203 -58 | -5% | -$15.2K | |||
| $311K | 0.07% | 1,341 +128 | +11% | +$29.7K |
